KV
KV

Kristin Venne

12 Years of Experience
New York, NY
Broker

Kristin Venne is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 12 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLCBroker
May 2015 - Present · 11 yrs
Jefferies LLC
May 2015 - Present · 11 yrs
Previous Registrations
Leucadia Asset Management LLC
May 2015 - August 2023 · 8 yrs 3 mos
Deutsche Bank Securities INC.Broker
June 2013 - May 2015 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.